Ivan Feinseth

Ivan Feinseth, Research Director at Tigris Financial Partners, discusses earnings insights for Meta, Microsoft, and Alphabet. Kurt Wagner, a Bloomberg News tech reporter, delves into Meta's significant tax charge and its ambitious AI spending plans. Brooke May, a wealth manager, shares her investment perspective on the earnings trends. The conversation highlights potential challenges and opportunities in AI monetization, spending outlooks, and innovative products like Meta’s smart glasses, setting the stage for investor reactions and market shifts.

Mike Mayo, Head of US Large Cap Bank Research at Wells Fargo, dives into the recent bank earnings and the impact of new regulations on American banks. He provides insights into the outlook for the sector amidst evolving market conditions. Ivan Feinseth, CIO at Tigress Capital Partners, discusses the upcoming earnings from big tech companies and his bullish perspective on the S&P. The conversation highlights the relationship between trade deals, market sentiment, and technological advancements shaping the financial landscape.

Ivan Feinseth, Senior Partner and CIO at Tigress Financial Partners, joins Marilyn Waltson from BlackRock, Emily Roland from John Hancock, and Win Thin from Brown Brothers Harriman to dissect investor sentiment around Nvidia amid its recent challenges. They delve into the shifting dynamics of fixed income markets, influenced by Fed policies and geopolitical tensions. Additionally, insights on China’s economic slowdown highlight the need for Pacific Rim nations to pivot towards domestic consumption for sustained growth.

Anurag Rana, Senior Technology Analyst at Bloomberg Intelligence, and Ivan Feinseth, Research Director and Chief Investment Officer at Tigress Financial Partners, dive into the latest earnings reports of tech giants Microsoft and Meta. They discuss Microsoft’s soaring capital expenditures amid AI investments, despite a strong revenue beat. Ivan explains the significant tax charge impacting Meta’s net income and the company’s ambitious AI monetization. Both experts share insights on the future of cloud services and emphasize the ongoing opportunity in AI spending.

Ivan Feinseth, Chief Investment Officer at Tigress Financial Partners, provides keen insights into Apple's impressive quarterly performance, highlighting robust iPhone sales and a rebound in China. He discusses how US tariffs may have unintentionally boosted Apple, as consumers rushed to buy before potential price hikes. In contrast, Feinseth examines Amazon's financial miss, noting concerns over its spending in the AI race. He contextualizes these earnings within broader market trends, including the impact of the strong US dollar and evolving consumer behavior.